FIDAX | FIDCX | FIDAX / FIDCX | |
Total Expense Ratio | 1.27 | 1.97 | 64% |
Annual Report Gross Expense Ratio | 1.28 | 1.98 | 65% |
Fund Existence | 29 years | 26 years | - |
Gain YTD | -5.980 | -6.233 | 96% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 1000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 276M | 276M | 100% |
Annual Yield % from dividends | 1.14 | 0.54 | 209% |
Returns for 1 year | 4.42 | 1.92 | 230% |
Returns for 3 years | -2.21 | -6.79 | 32% |
Returns for 5 years | 28.79 | 17.94 | 161% |
Returns for 10 years | 3.03 | -10.39 | -29% |